- Chart
- Upturn Summary
- Highlights
- Valuation
- About
ATS Corporation (ATS)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
03/02/2026: ATS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $35
1 Year Target Price $35
| 1 | Strong Buy |
| 5 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.10B USD | Price to earnings Ratio 228.21 | 1Y Target Price 35 |
Price to earnings Ratio 228.21 | 1Y Target Price 35 | ||
Volume (30-day avg) 9 | Beta 1.16 | 52 Weeks Range 20.90 - 33.01 | Updated Date 03/1/2026 |
52 Weeks Range 20.90 - 33.01 | Updated Date 03/1/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.14 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Earnings Date
Report Date 2026-02-04 | When - | Estimate 0.3168 | Actual 0.3 |
Profitability
Profit Margin 0.67% | Operating Margin (TTM) 8.35% |
Management Effectiveness
Return on Assets (TTM) 1.35% | Return on Equity (TTM) 1.08% |
Valuation
Trailing PE 228.21 | Forward PE 20.2 | Enterprise Value 3990040797 | Price to Sales(TTM) 1.11 |
Enterprise Value 3990040797 | Price to Sales(TTM) 1.11 | ||
Enterprise Value to Revenue 1.95 | Enterprise Value to EBITDA 23.38 | Shares Outstanding 96950648 | Shares Floating 75030477 |
Shares Outstanding 96950648 | Shares Floating 75030477 | ||
Percent Insiders 0.78 | Percent Institutions 91.62 |
Upturn AI SWOT
ATS Corporation
Company Overview
History and Background
ATS Corporation, formerly known as ATS Automation Tooling Systems, was founded in 1978. It has evolved from a custom automation provider to a diversified global supplier of integrated automation solutions. Key milestones include its IPO on the Toronto Stock Exchange, expansion into various industries, and strategic acquisitions to broaden its capabilities and market reach.
Core Business Areas
- Life Sciences Automation: Designs, manufactures, and services automated production and testing solutions for pharmaceutical, biopharmaceutical, and medical device manufacturers. This includes fill-finish systems, diagnostic and drug discovery platforms, and high-volume manufacturing automation.
- Food & Beverage Automation: Provides automation solutions for food and beverage processing and packaging, focusing on efficiency, safety, and quality in areas such as case packing, palletizing, and high-speed assembly.
- Consumer Products Automation: Delivers automation for the efficient manufacturing and packaging of consumer goods, including personal care products, household items, and electronics, often involving complex assembly and high throughput requirements.
- Parcel Automation: Offers automated solutions for distribution centers and logistics operations, specializing in sortation, conveying, and parcel handling systems to improve efficiency and throughput.
- Underlying Technologies: Develops and licenses proprietary technologies and components used in automation systems across various industries, contributing to innovation and competitive advantage.
Leadership and Structure
ATS Corporation is led by a senior management team responsible for strategy, operations, and financial performance. The company operates through its various business segments, each with its own leadership, focusing on specialized automation solutions for their respective markets. The organizational structure is designed to foster innovation and customer-centricity across its global operations.
Top Products and Market Share
Key Offerings
- Description: Automated systems for filling vials, syringes, and cartridges with biopharmaceutical products, followed by automated inspection for quality control. Competitors include Optima Pharma, IMA Pharma, and Bausch+Stroebel. Market share data for specific product lines is proprietary, but ATS is a significant player in the pharmaceutical automation sector.
- Product Name 1: Biopharmaceutical Fill-Finish and Inspection Systems
- Revenue:
- Description: Automated platforms for laboratories involved in drug discovery, genomics, and diagnostics, enabling high-throughput screening and sample handling. Competitors include Hamilton Company, Tecan, and Beckman Coulter. Specific market share is not publicly available, but ATS is recognized for its advanced solutions.
- Product Name 2: Diagnostic and Drug Discovery Automation Platforms
- Revenue:
- Description: Custom-engineered automated machines for assembling and testing a wide range of products, from electronics to consumer goods. Competitors are diverse and include companies like KUKA, FANUC, and many specialized automation integrators. ATS differentiates through its integrated approach and system complexity handling.
- Product Name 3: Automated Assembly and Test Solutions (Consumer & Industrial)
- Revenue:
- Description: Automated systems for sorting, conveying, and handling parcels in distribution and logistics centers. Competitors include Honeywell Intelligible, Vanderlande, and Dematic. ATS offers specialized solutions for high-volume operations.
- Product Name 4: Parcel Sortation and Conveying Systems
- Revenue:
Market Dynamics
Industry Overview
The automation industry is experiencing robust growth driven by trends such as Industry 4.0, the demand for increased efficiency, labor shortages, and the need for precision and quality control in manufacturing. Key sectors like life sciences, e-commerce logistics, and advanced manufacturing are major growth drivers. Geopolitical factors and supply chain resilience are also influencing investment in automation.
Positioning
ATS Corporation is positioned as a leading provider of complex automation solutions, particularly in specialized and highly regulated markets like life sciences. Its competitive advantages include deep engineering expertise, a broad portfolio of technologies, a strong track record of innovation, and a global presence. The company excels in delivering customized, end-to-end automation solutions.
Total Addressable Market (TAM)
The global automation market is estimated to be in the hundreds of billions of dollars and is projected to grow significantly. ATS Corporation targets specific segments within this market, such as life sciences automation, parcel automation, and consumer product manufacturing, where it holds a strong competitive position. Its focus on high-value, complex solutions allows it to capture significant share within its chosen niches.
Upturn SWOT Analysis
Strengths
- Deep engineering and design expertise in complex automation.
- Strong presence in high-growth, specialized markets like life sciences.
- Diversified customer base across multiple industries.
- Global operational footprint and service capabilities.
- Reputation for delivering customized, high-quality solutions.
Weaknesses
- Dependence on large capital expenditure cycles for clients.
- Potential for project delays and cost overruns in complex projects.
- Competition from larger, more diversified industrial conglomerates.
- Integration challenges from frequent acquisitions.
Opportunities
- Increasing demand for automation in pharmaceuticals and biologics.
- Growth in e-commerce driving parcel automation needs.
- Expansion into emerging markets and new industry verticals.
- Leveraging AI and digital technologies to enhance automation offerings.
- Strategic acquisitions to expand technological capabilities or market reach.
Threats
- Economic downturns impacting client capital spending.
- Intensifying competition and pricing pressures.
- Supply chain disruptions affecting component availability and costs.
- Changes in regulatory environments, particularly in life sciences.
- Talent acquisition and retention challenges for skilled engineers.
Competitors and Market Share
Key Competitors
- Honeywell International Inc. (HON)
- KUKA AG (Operates globally, part of Midea Group)
- FANUC Corporation (Operates globally, Japanese company)
- ABB Ltd (Operates globally, Swiss company)
- Robert Bosch GmbH (Operates globally, German company)
- Schneider Electric SE (Operates globally, French company)
Competitive Landscape
ATS Corporation competes in a fragmented market with a mix of large diversified industrial players and specialized automation providers. Its advantage lies in its deep expertise in complex automation for niche markets, particularly life sciences. However, it faces competition from companies with broader portfolios, greater R&D budgets, and established global brand recognition. ATS's ability to offer integrated, custom solutions is a key differentiator.
Major Acquisitions
Pa.Ra.D.A. S.p.A. (Italian medical device automation)
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: To expand ATS's life sciences automation capabilities, particularly in Europe, and to enhance its offering for pharmaceutical and medical device clients.
N.A.R. S.p.A. (Italian pharmaceutical automation)
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: Further strengthens ATS's position in pharmaceutical automation, adding complementary technologies and market access in Europe.
Fibertek Inc. (US-based defense solutions provider)
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: Diversifies ATS's end markets by entering the defense sector, leveraging its automation and engineering expertise.
Growth Trajectory and Initiatives
Historical Growth: ATS Corporation has a history of consistent revenue growth, fueled by both organic expansion and strategic acquisitions. The company has successfully transitioned from a custom tooling provider to a diversified automation solutions leader, demonstrating adaptability and strategic foresight.
Future Projections: Analyst projections generally indicate continued revenue and earnings growth for ATS Corporation, driven by ongoing demand in its core markets, particularly life sciences automation and parcel logistics. Expansion into new geographies and technologies are expected to further contribute to its growth trajectory.
Recent Initiatives: Recent initiatives include strategic acquisitions to bolster its life sciences segment and expand its service offerings, ongoing investment in research and development to enhance its technology portfolio, and efforts to optimize operational efficiency across its global facilities.
Summary
ATS Corporation is a strong player in the specialized automation solutions market, particularly excelling in life sciences and parcel logistics. Its historical growth, expanding profit margins, and strategic acquisitions demonstrate a robust business model. However, the company must continue to navigate competitive pressures, potential economic slowdowns, and supply chain volatility to sustain its upward trajectory. Focus on innovation and expanding its service offerings will be key to future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- ATS Corporation Investor Relations
- Company Annual Reports (10-K filings)
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Market Research Reports (general industry data)
Disclaimers:
This information is for informational purposes only and does not constitute investment advice. Financial data and market share estimates are subject to change and may vary based on reporting periods and methodologies. Users are advised to conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ATS Corporation
Exchange NYSE | Headquaters Cambridge, ON, Canada | ||
IPO Launch date 2016-01-04 | CEO & Director Mr. Douglas William Wright | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 7500 | Website https://www.atsautomation.com |
Full time employees 7500 | Website https://www.atsautomation.com | ||
ATS Corporation, together with its subsidiaries, provides automation solutions worldwide. The company is involved in planning, designing, building, commissioning, and servicing automated manufacturing and assembly systems, including automation products and test solutions. It also offers pre-automation services comprising discovery and analysis, concept development, simulation, and total cost of ownership modelling; post-automation services, including training, process optimization, preventative maintenance, emergency and on-call support, spare parts, retooling, retrofits, and equipment relocation; and contract manufacturing services, as well as after sales and services. In addition, the company provides engineering design, prototyping, process verification, specification writing, software and manufacturing process controls development, standard automation products/platforms, equipment design and build, third-party equipment qualification, procurement and integration, automation system installation, product line commissioning, validation, and documentation services. Further, it offers value engineering, supply chain management, and integration and manufacturing capabilities, as well as other automation products and solutions; and software and digital solutions comprising connected factory floor management systems to capture, analyze, and use real time machine performance data to troubleshoot, deliver process and product solutions, prevent equipment downtime, drive operational efficiency, and unlock performance for sustainable production improvements. The company serves life sciences, transportation and mobility, consumer products, food and beverage, electronics, nuclear, packaging, warehousing and distribution, and energy markets. The company was formerly known as ATS Automation Tooling Systems Inc. and changed its name to ATS Corporation in November 2022. ATS Corporation was founded in 1978 and is headquartered in Cambridge, Canada.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
Home 
